Power BI for Data Analysts (Essentials and Visualization) Workshop

Leila Etaati

This course is a 2-days course module 1 of Power BI from Rookie to Rock Star Training.

Cliftons Wellington

Instructor
Dr. Leila EtaatiOur trainer is the world’s well-known name in the Microsoft Data Science and Power BI fields. Leila Etaati is Microsoft AI, and Data Platform (Most Valuable Professional) focused on AI and BI Microsoft technologies; Microsoft has awarded her MVP because of her dedication and expertise in Microsoft BI technologies from 2016 till now. She is a speaker in the world’s best and biggest Microsoft Data Platform, BI and Power BI, AI conferences such as Microsoft Ignite, Microsoft Business Applications Summit, Microsoft Data Insight Summit, PASS Summits, PASS Rallys, SQLBits, TechEds, and so on. She is the author of some books on this topic, and she has more than 15 years’ experience in Microsoft BI technologies and Data science. Leila is the co-founder of RADACAD and a consultant for more than seven years.This training is designed for data analysts, who have the data modeled and ready for them to visualize. In this training, you will learn detailed visualization practices of Power BI.
In this two days training, you will learn all components of Power BI needed for building Power BI reports and dashboards. You will learn about components such as Get Data (Power Query), Modelling and DAX, and Visualization. You will also learn about the Power BI service (website), and components that are needed to share your reports with others.
The training continues with more focus on Visualization components such as different types of charts and visuals and scenario to use them. You will also learn about advanced visualization techniques such as designing mobile reports, changing the interactivity of visual, detailed learning of slicers and filters, creating parent-child reports, etc.
At the end of this training, you will be able to do all visualization requirements for Power BI and will understand all other components of Power BI and how these are all working together.

The training includes but not limited to topics below:
1.1: Introduction to Power BI
Power BI is the newest Microsoft Business Intelligence and Data Analysis tool. In this module, we will go through the basics of this product and introduce all components of Power BI (Power Query, Power Pivot, Power View, and Power Q&A). You will see some demos and introduction about Power BI desktop, Office 365 Power BI subscription, and Power BI website, and mobile apps. You will see some basic demos of how easy to use is Power BI in some scenarios.

Introduction to Power BI: What is Power BI?
Power BI Desktop; The First Experience
Power BI Website; You’ll Need Just a Web Browser
Introduction to Power BI Components: Power Query, Power Pivot, Power View, and Power Q&A.
 
1.2: Getting Data and Transformation
Getting Data is the first experience of working with Power BI. You can connect to many data sources on-premises or on the cloud. In this section, you will learn how the Get data experience in Power BI is and how you can transform the data in a way to get it ready for modeling.
What is Power Query: Introduction to Data Mash-Up Engine of Power BI
Different versions of Power Query
Power Query Introduction
Query Editor
Transformation GUI
Get Started with Power Query: Movies Data Mash-Up
Power BI Get Data from Excel: Everything You Need to Know
What is the Role of Power Query in a Power BI Solution
 
1.3: Data Modelling and DAX
Data Modelling in Power BI is an in-memory-based technology. You will learn about the structure of modeling in Power BI, and you will learn the importance of relationships and their direction. You will also learn about calculations in Power BI and how to write them. DAX is Data Analytical eXpression language. DAX has a similar structure to excel functions, but it is different. In this module, you will learn DAX about DAX too.
The content that you will learn in this module includes but not limited to;
Power BI xVelocity engine basics and concepts
Relationships in Power BI
Hierarchies and Formatting
Sorting by other columns
Date Table
Introduction to DAX
Calculated Columns, Measures, and Calculated Tables
 
1.4: Data Visualization
Data Visualization is the front end of any BI application; this is the user viewpoint of your system. It is critical to visualize measures, and dimensions effectively so the BI system could tell the story of the data. In this module, you will learn conceptual best practices of data visualizations which is valid through all data visualization tools. You will learn Power BI visualization skills. You will learn how to create effective charts, and dashboards using these tools as well as best practices for working with Power BI Desktop.
The content that you will learn in this module includes but not limited to;
Power BI Desktop Visualization
Formatting Visuals in Power BI Desktop
Basic Charts and Visuals in Power BI
Sorting, Filtering, and categorization
Custom Visuals in Power BI Desktop
Maps and Geo-Spatial Visualization
 
1.5: Power BI Service
Power BI components can be deployed into different environments such as Power BI website, Office 365 subscription, or even SharePoint on-premises. In this module, we will go through deployment options, Configurations, and requirements required for each environment. You will learn how to deploy your Power BI files into Power BI website. You will also learn how to build dashboards on the website, and how to work with Mobile Apps for Apple, Android and Windows Phone.
The content that you will learn in this module includes but not limited to;
Basic Sharing and using workspaces in Power BI web site
Dashboard vs. Report
Power Q&A
Mobile Dashboard Design
Row Level Security
Schedule Refresh vs. Other types of connections
Gateway’s Role in the Service
 
1.6: Visualization Basics
Visualization is an important part of any BI system. In Power BI, Visualization plays a critical part. In this section, you will learn about why visualization is important, with few basics of visualizations such as comparing stacked vs. clustered chart. You will also learn in this section about data exploration techniques such as drill down/up, using pages, etc.
Importance of Visualization
Basic Charts; Bar and Column Charts
Clustered vs. Stacked Charts
Q&A for Reports
Quick Measures in Power BI
Drill Down and Up using visuals and hierarchies
Pages
1.7: Slicing and Dicing
The importance of slicing and dicing data in Power BI is critical. Power BI is not a visualization tool only, but it is also a data exploration tool. There are several ways you can filter the data. In this section, you will learn the difference between filters and slicers. You also learn about different scopes of filtering, as well as filtering modes. For slicers, you will learn different types of slicers and some advanced features such as syncing slicers through different pages.
Filters
Scopes of Filters: Visual Level, Page Level, Report Level
Modes of Filtering: Basic, Advanced, Relative, Top N
Drill through Page Filter: Creating master-details page scenario in Power BI
Slicers
Types of Slicers; Date, Text, Number
Slicer Formatting
Syncing Slicer between Pages
 
1.8: Advanced Visualization in Power BI
Know that you know about visualizations and slicing and dicing, it is a good time to talk about some advanced techniques which will take your visualizations to the next level in Power BI. You will learn about techniques such as changing the interaction of visuals, report page tooltips, Bookmarks and dynamic visualizations in this section.
Report Page Tooltip
Controlling the interaction of Visuals in a page
Designing Power BI reports for Mobile
Grouping and Binning
Bookmark; saving the state of a page
Buttons; action items
Selection pane; visibility control in Power BI
Golden triangle; Bookmark, button, and selection pane
Colour theme or pallets in Power BI
 
1.9: Best Practice Scenarios of Using Visuals
It is a good time to learn about all built-in visuals in Power BI now. It is important to know which visual should be used in what scenario. You will also learn in this section about the pros and cons of each visual. You will learn specific features of the visual that can help to solve real-world scenarios. All the examples will be hands-on.
Line Chart; Trend Analysis
Combo Charts; Different Scales in one graph
Ribbon Chart; Ranking
Waterfall Chart; Cashflow
Scatter Chart; Storytelling with the data
Grouping charts: Pie, Donut chart, and Treemap charts
KPI visual
Gauge
Card Visual
Table and Matrix; showing the numbers with conditional formatting
 
1.10: Geo Location Visualization: Map Visuals
In Power BI, there are multiple ways of visualizing items on the map. In this section, you will learn about all the built-in ways of using map visuals in Power BI, the pros, and cons of each method and special considerations for some of the visuals.
Map Visual; Using Bing to find spots
Fine Tuning Address Details
Map Visual; Using Latitude and Longitude
Filled Map; Regions and Polygons
Data Category importance for the filled map
Shape Map; Having custom map visual
ArcGIS Map; Map visual which can do everything
 
1.11: Custom Visuals
In addition to the built-in list of Power BI visuals, you can leverage some of the third party visuals created by other companies called Custom Visuals. Creating custom visuals is a developer topic, which we won’t discuss in this training, but you will learn about how to use custom visuals. You will learn about the most useful custom visuals in Power BI through many demos.
Adding and using a custom visual
Infographic Designer
Tachometer Gauge
Map custom visuals
Certified custom visuals
Hierarchy Slicer
Play Axis
R Custom Visuals

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